-92.4%
XMAX price history and return analytics
+410.8%
-503.2%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.5% | -0.8% | -1.0% |
| 7D | -3.1% | +1.0% | -4.1% | -3.6% |
| 30D | -6.3% | -0.2% | -6.0% | -6.2% |
| 3M | -0.8% | +4.5% | -5.4% | -3.2% |
| 6M | +36.8% | +14.1% | +22.7% | +27.3% |
| YTD | +42.0% | +14.8% | +27.2% | +31.5% |
| 1Y | +79.0% | +21.2% | +57.8% | +61.0% |
| 3Y | +224.0% | +76.6% | +147.4% | +139.6% |
| 5Y | -21.1% | +66.6% | -87.7% | -40.1% |
| 10Y | -81.1% | +222.3% | -303.3% | -87.8% |
| All | -92.4% | +410.8% | -503.2% | -91.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded VT wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling